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ArcBest

272 hedge funds and large institutions have $2.27B invested in ArcBest in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 86 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $71.2M | Put options by funds: $22.3M

15% more capital invested

Capital invested by funds: $1.97B → $2.27B (+$291M)

12% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 86

6.71% more ownership

Funds ownership: 89.06%95.77% (+6.7%)

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 277272 (-5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
272
Holders Change
-5
Holders Change %
-1.81%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
96
Reduced
86
Closed
46
Calls
$71.2M
Puts
$22.3M
Net Calls
+$48.9M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$382M -$14.4M -160,593 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M -$6.53M -73,089 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$183M -$739K -8,274 -0.4%
State Street
4
State Street
Massachusetts
$97M -$1.03M -11,559 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$67.5M -$509K -5,700 -0.8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$55.3M -$3.13M -35,024 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$51.9M +$821K +9,184 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$50.3M +$13.5M +150,526 +42%
Morgan Stanley
9
Morgan Stanley
New York
$41.8M -$1.83M -20,423 -5%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$41.8M -$2.82M -31,552 -7%
Northern Trust
11
Northern Trust
Illinois
$41.4M +$104K +1,169 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$39.6M -$2.84M -31,805 -7%
Victory Capital Management
13
Victory Capital Management
Texas
$38M +$24.4M +272,933 +244%
JP Morgan Chase
14
JP Morgan Chase
New York
$37.4M -$741K -8,286 -2%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$36.5M -$6.42M -71,862 -16%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$36.1M +$7.95M +88,917 +32%
WHG
17
Westwood Holdings Group
Texas
$35.7M +$32.3M +361,127 New
Charles Schwab
18
Charles Schwab
California
$35.3M -$647K -7,242 -2%
N
19
Nuveen
North Carolina
$34.8M +$4.9M +54,840 +18%
American Century Companies
20
American Century Companies
Missouri
$33.8M +$2.65M +29,647 +9%
Goldman Sachs
21
Goldman Sachs
New York
$30.6M +$6.11M +68,367 +28%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$27.6M -$538K -6,020 -2%
Invesco
23
Invesco
Georgia
$25.4M -$3.26M -36,527 -12%
BCM
24
Bridgeway Capital Management
Texas
$20.7M +$120K +1,340 +0.6%
SBH
25
Segall Bryant & Hamill
Illinois
$17.2M +$15.6M +174,417 New

ARCB Hedge Fund Activity: Q2 2023 in Review

272 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ArcBest (ARCB) for Q2 2023, worth a combined $2.27B — up 15% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ARCB and 43 opened new positions — a net loss of 3 holders — while 86 trimmed existing stakes and 96 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $32.3M. The largest seller was Envestnet Asset Management, cutting an estimated $19.6M.

  • 272 institutional investors held ArcBest (ARCB) as of Q2 2023, down from 277 in Q1 2023.
  • Funds reported $2.27B of ArcBest stock for Q2 2023, up 15% quarter-over-quarter.
  • 43 funds opened new ArcBest positions in Q2 2023 and 46 closed out, a net change of -3 holders.
  • The largest ArcBest buyer in Q2 2023 was Westwood Holdings Group, an estimated $32.3M added.
  • The largest ArcBest seller in Q2 2023 was Envestnet Asset Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2023.